Partner / IT Systems Manager
Mr. Montgomery began his IT career in 1995 as a computer lab assistant with the University of Houston-Downtown and rose to Senior Technical Support Specialist while working on his undergraduate studies. He moved on to become a Network Administrator for Smith Graham & Company Investment Advisors and also served as an IT Consultant to a number of firms in various industries before joining Garcia Hamilton & Associates L.P. in 2007. Since joining the firm, Mr. Montgomery has worked continuously to improve the firm’s technology, including early adoption of private cloud and virtualized server technologies. His most recent projects have included the addition of a new data center, deployment of virtual desktops, and the modernization of our trade order and portfolio management systems to improve security and compliance. Mr. Montgomery became a partner of the firm in 2019.
GH&A has received numerous industry recognitions including 2018 Fixed Income Manager of the Year and 2010 Core Fixed Income Manager of the Year by Emerging Manager Monthly. Other awards include 2014 Fixed Income Investment Grade Manager of the Year, 2015 Intermediate-Term Fixed Income Manager of the Year, and 2016 Intermediate-Term Fixed Income Manager of the Year by Institutional Investor. Additionally, GH&A is proud to announce that it is a multi-year winner by Pensions & Investments for Best Places to Work in Money Management.